Mr. Market is fickle and emotional... After ten years of going up in a nearly unbroken line, he abruptly decided to reverse course...
And usher in a bear market that has crushed portfolios — But while most investors were going through the worst year since the Global Financial Crisis...
A small group of 3,700 people had the chance to collect instant "bonus payouts" courtesy of Mr. Market every week.
All thanks to a method most investors have no idea about… watch this demo showing how it works.
Wealthfront vs Betterment
Review | Wealthfront Review | Betterment Review |
Overall Rating | ||
Management Fees Annually | 0.0% up to $10,000 0.25% above $10,000 | Digital: 0.25% Premium: 0.40% |
Fund Fees | 0.12% | 0.09% → 0.17% |
Account Types | Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, 529 | Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, Non-profit |
529 Guidance | ✅ | ✅ |
Chartered Financial Professionals | No Human Advice | ✅ |
Automatic Tax Loss Harvesting | ✅ | ✅ |
Tax Coordinated Strategy | ✅ | ✅ |
Tax Minimization Method | N/A | N/A |
Automatic Portfolio Rebalancing | ✅ | ✅ |
Private Wealth Management | ❌ | ❌ |
Socially Responsible/Values Based Investing | ✅ | ✅ |
Supports Charitable Donations | ❌ | ✅ |
Account Minimum | $500 | Digital: $0 Premium: $100,000 |
Fractional Shares | ❌ | ✅ |
Retirement Planning Tools | ✅ | ✅ |
Support Real Estate Investments | ✅ | ❌ |
Investment Method | Based on risk tolerance | Based on risk tolerance |
Portfolio holdings | ETFs & Individual Securities | ETFs |
Technology | Web-based, iOS & Android | Web-based, iOS & Android |
Gender Focus | Male & Female | Male & Female |
Security | Two-factor authentication, 256-bit SSL | Two-factor authentication, 256-bit SSL |
Customer Service | Phone, Email | Phone, Email, Live Chat |
User Experience | Very Good | Excellent |
Promotions | First $10k Managed Free | Up to 1 Year Free |